Irving Tax And Financial

Tax Planning means writing your history NOT recording it. The missing Peace! Financial, Tax, & Wealth Planning are integrated to achieve the best results.

A Brief Guide To Condo Insurance 11/15/2024

Finding the proper for your means knowing what is covered by the association’s insurance.

A Brief Guide To Condo Insurance Important items to consider when purchasing condo insurance.

Intellectual Property and Your Estate 11/13/2024

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Intellectual Property and Your Estate Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Four Steps to Valuing an Estate 11/11/2024

There are four basic steps to calculating the value of an estate.

Four Steps to Valuing an Estate Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Inventorying Your Possessions 11/08/2024

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Inventorying Your Possessions Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

What Is a 1035 Exchange? 11/06/2024

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Estate Strategies of the Rich and Famous 11/04/2024

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

Estate Strategies of the Rich and Famous The examples of famous celebrities underline the need for a clear estate strategy.

Choosing a Business Structure 11/01/2024

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Choosing a Business Structure Entrepreneurs all face the same question, “Which business structure should I adopt?”

Critical Estate Documents 10/30/2024

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Critical Estate Documents Sound estate management includes creating financial and healthcare documents. Here's an inside look.

What's My Potential Estate Tax? 10/28/2024

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

What's My Potential Estate Tax? This calculator helps estimate your federal estate tax liability.

You May Need to Make Estimated Tax Payments If… 10/25/2024

Learn more about whether you need to pay estimated taxes.

You May Need to Make Estimated Tax Payments If… Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Financial Aid for Students 101 10/23/2024

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Financial Aid for Students 101 Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

How to Appeal Your Property Taxes 10/21/2024

Property taxes too high? Here are ways to potentially lower your assessment.

How to Appeal Your Property Taxes For homeowners who think their property taxes are too high, there are ways to appeal.

Mastering Mobile Lingo 10/18/2024

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.

Mastering Mobile Lingo Do you understand these common mobile slang terms?

Please Leave Home Without It 10/16/2024

Concerned about identity theft? Some things to leave at home.

Please Leave Home Without It Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

The Three Keys to a Great Password 10/14/2024

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.

The Three Keys to a Great Password Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Forecast 10/11/2024

The market is as unpredictable as the weather. We’re here to help you prepare.

Forecast This short video helps explain why markets can be as unpredictable as the weather.

The Richest Man in Babylon 10/09/2024

What did it take to become the richest man in Babylon?

The Richest Man in Babylon In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Avoiding Cognitive Decline 10/07/2024

Do you know the risk factors that can lead to cognitive decline?

Avoiding Cognitive Decline Try these activities to keep your brain sharp.

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Videos (show all)

The RMD starting age requirement for traditional individual retirement plans and 401(k)s rises to 73 for 2023 and to 75 ...
A QCD is a nontaxable distribution made directly by the trustee of an IRA to organizations that are eligible to receive ...
The Internal Revenue Service today reminded those who were born in 1950 or earlier that funds in their retirement plans ...
The Internal Revenue Service reminds taxpayers earning income from selling goods and/or providing services that they may...
Watch this video for beneficial tax tips if you are planning to make donations on Giving Tuesday.
An Offer in Compromise can be an effective way for individuals and businesses to settle a federal tax debt.
This is a reminder for taxpayers to review their withholding and estimated tax payments in order to avoid a surprise tax...
More than 9 million individuals and families who appear to qualify for a variety of key tax benefits but did not claim t...
The Internal Revenue Service warned taxpayers of a recent increase in IRS-themed texting scams aimed at stealing persona...
The IRS is offering tax relief for individuals and businesses within any area designated by FEMA to be impacted by Hurri...
When a PPP loan is forgiven based upon misrepresentations or omissions, it is not eligible for income exclusion and must...
Many taxpayers forfeit sizable tax refunds because they are not required to file a tax return. If you have skipped filin...

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100 E. San Marcos Boulevard Suite 400
San Marcos, CA
92069

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm

Other Tax preparation in San Marcos (show all)
Pacific Tax & Financial Group Inc Pacific Tax & Financial Group Inc
955 Boardwalk, Ste 203
San Marcos, 92078

Fast, Accurate

H&R Block H&R Block
1921 W San Marcos Boulevard Ste 120
San Marcos, 92078

Bilingual Services Financial Inc Bilingual Services Financial Inc
310 Via Vera Cruz , Ste 103
San Marcos, 92078

We are open all year round. Issues with IRS? We provide expert advice. Tax Season is here till April

Padgett Business Services Padgett Business Services
950 Boardwalk, Suite 303
San Marcos, 92078

H&R Block H&R Block
711 Center Drive Ste 108
San Marcos, 92069

Jackson Hewitt Tax Service Jackson Hewitt Tax Service
732 Center Drive
San Marcos, 92069

easytaxnow.com easytaxnow.com
San Marcos, 92078

Real Fast, Real Professional, Real Easy Phone #: (760) 417-2040 www.easytaxnow.com

Archibald Tax Service Archibald Tax Service
950 Boardwalk, Ste 304
San Marcos, 92078

Individual and small business tax services.

Happy Tax Happy Tax
San Marcos, 92078

Liberty Tax Liberty Tax
1318 E Mission Road
San Marcos, 92069

LGC Tax Services, Inc. LGC Tax Services, Inc.
751 Rancheros Drive , Ste 8
San Marcos, 92069

Appointments Only, call and make yours... Trabajo por citas...hablanos y has la tuya...

Golden Eagle Tax & Financial Services Golden Eagle Tax & Financial Services
San Marcos, 92069

Tax and Financial Services - Offering great value